Proper estate planning should not be reserved for the wealthy. The estate planning process can benefit almost everyone since it should include financial, tax, medical, retirement and business succession planning. Planning for these areas can ensure that you preserve your estate and protect your family’s financial future. We can work with your attorney to see that you have a will which carries out your desires while taking full advantage of current tax laws. We will be a member of a team of professionals who devise a comprehensive estate plan at the appropriate level of sophistication for your needs.

Dabbs, Hickman, Hill & Cannon, LLP, can provide the following estate and gift tax services:

Review of wills

Independent valuation of closely held businesses

Preparation and review of estate and gift tax returns

Preparation of fiduciary income tax returns

Representation before the Internal Revenue Service during examination procedures

Provide analysis and recommendations regarding the use of trusts